Whittier Trust’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $898K | Buy |
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|
2025
Q2 | $902K | Sell |
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|
2025
Q1 | $845K | Sell |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | $879K | Sell |
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|
2024
Q2 | $782K | Sell |
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|
2024
Q1 | $735K | Sell |
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|
2023
Q4 | $931K | Sell |
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|
2023
Q3 | $757K | Sell |
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|
2023
Q2 | $836K | Sell |
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|
2023
Q1 | $863K | Buy |
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|
2022
Q4 | $681K | Sell |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $665K | Buy |
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|
2022
Q1 | $818K | Buy |
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|
2021
Q4 | $945K | Buy |
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|
2021
Q3 | $812K | Hold |
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|
2021
Q2 | $829K | Hold |
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|
2021
Q1 | $682K | Sell |
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|
2020
Q4 | $683K | Buy |
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|
2020
Q3 | $602K | Sell |
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|
2020
Q2 | $2.6M | Sell |
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|
2020
Q1 | $2M | Buy |
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|
2019
Q4 | $2.23M | Buy |
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|
2019
Q3 | $1.93M | Hold |
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|
2019
Q2 | $1.84M | Hold |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.3M | Buy |
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|
2018
Q3 | $1.54M | Hold |
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|
2018
Q2 | $1.57M | Sell |
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|
2018
Q1 | $1.5M | Hold |
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|
2017
Q4 | $1.37M | Sell |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $1.13M | Hold |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $870K | Sell |
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|
2016
Q3 | $1.03M | Hold |
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|
2016
Q2 | $889K | Hold |
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|
2016
Q1 | $917K | Hold |
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|
2015
Q4 | $953K | Sell |
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|
2015
Q3 | $1.02M | Hold |
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|
2015
Q2 | $1.12M | Buy |
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|
2015
Q1 | $1M | Hold |
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|
2014
Q4 | $924K | Hold |
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|
2014
Q3 | $912K | Hold |
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|
2014
Q2 | $846K | Sell |
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|
2014
Q1 | $789K | Hold |
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|
2013
Q4 | $782K | Hold |
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|
2013
Q3 | $701K | Hold |
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|
2013
Q2 | $607K | Buy |
|